The Dashboard is the home screen of the Family Portal. It loads when you log in and gives you an at-a-glance view of all required actions, form progress across family members, and any pending invitations.
URL: https://app.healthforms.io/portal/people
Four summary cards appear at the top of the page:
| Card | Description |
|---|---|
| Total Forms | Total number of forms across all family members and sessions |
| Required Forms Remaining | Number of required forms not yet submitted |
| Rejected Forms | Forms that were reviewed and rejected — action needed |
| Overdue Forms | Required forms whose deadline has passed today |
The Actions section appears only when there is something requiring your attention. The badge on the section header shows the total number of items.
If you have one or more invitations waiting to be accepted, a Pending Invitations card appears at the top of the Actions section. It shows:
Click anywhere on the card or the View button to go accept the invitation.
Each required form that still needs to be submitted appears as its own action card. Each card shows:
Click Fill Out or Upload to go directly to that form's submission wizard.
Card styles:
The Family Members section shows a card for each family member linked to your account. Cards are sorted by urgency: members with rejected forms or overdue deadlines appear first.
Each card shows:
Click anywhere on the card to go to that family member's profile page.
| Card Style | Meaning |
|---|---|
| Red/danger border | Member has rejected forms or an overdue deadline |
| Blue/pending border | Member has required forms not yet submitted |
| Green/success border | All required forms are submitted |
| No border | Member has no active sessions |
If no family members have been linked to your account, the section shows:
"No Family Members have been added"
with an Add First Family Member button that navigates to the Invitation Wizard.
Check whether your forms were submitted successfully. A form that was submitted but then rejected still counts as needing action. Look at the Actions section or click a family member's card to review individual form statuses.
Reload the page. If the card still appears, go to the Invitation Wizard and check whether all invitations have been processed. Contact https://support.healthforms.io if the issue persists.
Their invitation may not have been accepted yet. Check the Invitations section in the side panel, or use the Invitation Wizard to accept their invitation.
Q: What is on the dashboard? A: The dashboard shows four stat cards (Total Forms, Required Forms Remaining, Rejected Forms, Overdue Forms), an Actions section listing any forms that need attention or pending invitations, and a Family Members section showing all linked members with their session and form progress.
Q: How do I know which forms still need to be submitted? A: Look at the "Actions" section on the dashboard. Each required form that hasn't been submitted appears as an action card with a "Fill Out" or "Upload" button. The "Required Forms Remaining" stat card at the top also gives a total count.
Q: Why does a form card show as "Rejected"? A: The organization reviewed a form you submitted and rejected it — possibly because the form was incomplete, illegible, or expired. Click the action card's button to resubmit the corrected form.
Q: What does the progress bar on a family member's card mean? A: The progress bar shows how many of the member's required forms have been submitted for their next upcoming session. When the bar is fully green, all required forms are complete.